GWN Securities’s Everforth Inc EFOR Stock Holding History

GWN Securities’s Portfolio EFOR Stock Details EFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-15,237	Closed	-$838K	–	420
2025 Q1	$838K	Buy	+15,237	New	+$1.17M	0.05%	334

Other funds holding EFOR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

GWN Securities's EFOR Position: Q2 2025 in Review

GWN Securities sold out of Everforth Inc (EFOR) in Q2 2025, closing a stake of 15,237 shares — an estimated $838K sold.

GWN Securities first reported a position in EFOR in Q1 2025 and held it in 1 quarter. The position peaked at $838K in Q1 2025. 287 funds tracked by Wall St. Rank hold EFOR as of Q2 2025.

GWN Securities reported no remaining Everforth Inc position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 15,237 Everforth Inc shares in Q2 2025, an estimated $838K.
GWN Securities first reported a position in Everforth Inc in Q1 2025 and held it in 1 quarter.
GWN Securities's Everforth Inc position peaked at $838K in Q1 2025.
287 funds tracked by Wall St. Rank held Everforth Inc as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.